---
title: "Bros, Happy New Year.I've been sharing some upstream AI infrastructure companies for a while.Such as"
description: "Bros, Happy New Year.I've been sharing some upstream AI infrastructure companies for a while.Such as $Vertiv(VRT.US)$Arista Networks(ANET.US)$Astera Labs(ALAB.US)$Monolithic Power(MPWR.US)$Vicor(VICR."
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38771945.md"
published_at: "2026-02-18T12:37:55.000Z"
author: "[RH哥哥](https://longbridge.com/en/profiles/12396180)"
---

# Bros, Happy New Year.I've been sharing some upstream AI infrastructure companies for a while.Such as

Bros, Happy New Year.

I've been sharing some upstream AI infrastructure companies for a while.

Such as $Vertiv(VRT.US)$Arista Networks(ANET.US)$Astera Labs(ALAB.US)$Monolithic Power(MPWR.US)$Vicor(VICR.US)

$Lam Research(LRCX.US), etc.

But honestly, my heavy position in 2026 will still go to NVIDIA $NVIDIA(NVDA.US).

Upstream sectors can be rotated and hyped, sometimes memory, sometimes power, sometimes liquid cooling, etc. But ultimately, they all revolve around NVIDIA's server racks.

Although facing the impact of ASICs, the certainty for the next two years is still quite obvious, and supply will continue to fall short of demand.

So if you can't catch the alpha, catching the strongest beta is also fine.

Happy New Year, bros.

### Related Stocks

- [MPWR.US - Monolithic Power](https://longbridge.com/en/quote/MPWR.US.md)
- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)
- [VRT.US - Vertiv](https://longbridge.com/en/quote/VRT.US.md)
- [ANET.US - Arista Networks](https://longbridge.com/en/quote/ANET.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.